We seek to serve you as your most trusted advisor, guiding you through all of your life’s milestones
How We Serve
We put your interests before our own, helping you safely and efficiently reach your financial goals with minimum stress, risk, and taxes!
What We Offer You
The resources of a large firm, with the undivided, personal attention of a small practice
Customized Financial Strategies For the Many Milestones in Life
As a Baby Boomer, you probably thought you never get older. But you have and now need to prepare for or improve upon your situation going into retirement.
Yours is far different than that of your parents. They had more stability with pensions, social security and a strong stock market that helped them.
Boomers on the other hand, are dealing with an unstable future with Social Security, the majority of boomers don’t have pensions, and you all share a very unpredictable stock market.
Some have done very well and prepared for this time over many years. However, sadly, the majority has not and this brings the startling realization that for the last 40 years of working, you've had a steady paycheck, but it's not going to be that simple in retirement.
You are now in charge of your own financial lives and future. You no longer have a boss who tells you what to do, the HR department to figure out the details of your health insurance, or that steady paycheck that was deposited into your bank account on a regular basis.
Because of all this, WHERE you get financial advice from matters now more than ever.
In his book “Money: Master the Game”, Tony Robbins states…
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Smart investors take the time to separate emotion from fact.